Customer Service Representative @ San Antonio

Location: San Antonio, TX
Date Posted: 07-12-2018
Position Title:  Customer Service Representative @ San Antonio
Status:             Full-Time, Non-Exempt
Reports to:      Vice President Customer Experience
  • Must be passionate about microfinance and the social mission of Lift Fund to provide credit and service to small businesses
  • Familiarity with multi-line telephone system to manage high call volume
  • Project a positive and professional image
  • Ability to communicate clearly and professionally, both verbally and in writing
  • Ability to work with minimal supervision to complete loan applications
  • Work with VP of Customer Experience to ensure proper customer service is being delivered
  • Excellent organizational and time management skills, and attention to detail
  • Ability to prioritize and manage multiple tasks
  • Computer literate in MS Word, Excel, Outlook
  • Bilingual (English/Spanish) fluency required
  • Working knowledge of LiftFund loan products, loan application, policies and procedures
  • High levels of motivation and ability to work independently
  • Experience in general office support practices and procedures
  • Answer phones, assist customers and employees with various needs in a professional, courteous manner as well as provide Lift Fund’s program information
  • Greet and direct walk-ins warmly and ascertain problem or reason for calling or visit
  • Ability to multi-task (answer phones, create reports, wait and direct customers, etc.)
  • Ability to work independently, with little direction 
  • Professionally handle incoming inquiries from customers and ensure that issues
are resolved both promptly and thoroughly
  • Work with VP of Customer Experience to ensure proper customer service is being delivered
  • Route calls accordingly
  • Responsible for compiling and generating reports as they relate to Phone System
  • Maintain office filing and tracking systems
  • Continuously evaluate and identify opportunities to drive process improvements
that positively impact the customer’s experience
  • Order office supplies for various departments and remote offices 
  • In charge of mail distribution to appropriate departments
  • Reply promptly to information emails requests, SBA Linc leads, etc.
  • Monitor web applications throughout the day
  • Support Lending staff at remote offices
  • Interact with Business Development Officers (BDOs) and borrowers
  • Support BDOs by providing walk-ins with contact sheet, loan information, loan application and gathering client financial documentation
  • Ensure customer privacy, security of client documents and appropriate staff access
  • Thoroughly and efficiently gather customer information, access and fulfill Customer needs, educate the customer where applicable and document interactions through CRM
  • Conduct other duties as assigned  
  • Compensation & Benefits:
Salary commensurate with experience and qualifications; medical, dental, vision & life insurance; Paid holidays, vacation & sick leave; 401(k). 
Background checks are conducted of top candidates.
Send resume and cover letter (mail, email, fax or online):
LiftFund, Inc. / Human Resources      Email:
2007 W. Martin St.                              Fax: 210-533-2940
San Antonio, TX  78207                     Online / Website:
this job portal is powered by CATS